Resolve Identities & Build Unified Profiles Automatically
Scenario: A B2B SaaS company with 45,000 accounts has customer data scattered across Salesforce, HubSpot, Zendesk, Pendo, and Snowflake. 38% of records are duplicates or incomplete fragments. Marketing targets the wrong segments, sales lacks buying-signal context, and support re-asks questions the customer already answered elsewhere.
Solution: The Customer 360 Insights Agent connects all five systems via Integration Designer, profiles every record, and runs classification predictive algorithms to score identity-match probability across deterministic and probabilistic signals. High-confidence matches auto-merge. Ambiguous matches surface for human review with context.
Results: Duplicate and fragmented records drop from 38% to 4.2% within 60 days. Profile unification time falls from 6 weeks to 5 days. Marketing, sales, and support teams operate from a single golden record with full cross-system engagement history.
Score Engagement & Predict Customer Lifetime Value
Scenario: A technology services company with 2,800 active accounts struggles to prioritize expansion opportunities. Account managers work from static reports and gut instinct, missing cross-sell signals buried across CRM activity, product usage data, support ticket sentiment, and marketing engagement. High-value accounts churn without warning.
Solution: The agent unifies behavioral, transactional, and engagement data into each 360 profile, then runs regression predictive analytics to score lifetime value, expansion propensity, and churn risk per account. Scores update in real time and surface via Foresight embedded insights directly inside Salesforce, HubSpot, or Teams.
Results: Customer lifetime value increases 42% within two quarters. Cross-sell conversion rates rise from 8% to 19%. Account managers prioritize the right accounts first, guided by predictive scores embedded in their daily workflow instead of static spreadsheets.
Surface Churn Risk & Trigger Retention Actions
Scenario: A subscription-based platform with 12,000 customers loses 18% annually to churn. The customer success team reviews NPS scores and support tickets reactively, identifying at-risk accounts only after cancellation requests arrive. By then, 70% of churning customers have already disengaged across product, email, and support channels.
Solution: The Customer 360 Insights Agent aggregates product usage, support sentiment, billing patterns, and marketing engagement into each unified profile. Time-series predictive algorithms detect disengagement trajectories weeks before cancellation. High-risk accounts auto-trigger retention workflows with personalized outreach and escalation alerts via Slack or Teams.
Results: Churn rate drops from 18% to 11.7% within two quarters. Early detection identifies at-risk accounts 28 days sooner on average. Customer success reclaims $1.8M in retained annual recurring revenue through proactive, insight-driven interventions.
From fragmented records to predictive customer intelligence in 6 steps - no code, no manual stitching, no static reports.
- Step 1 - Connect: Link CRM, MAP, CDP, product analytics, support, billing, and collaboration systems through Integration Designer with 500+ connectors. The agent accesses every customer touchpoint and engagement signal.
- Step 2 - Analyze: Automated profiling catalogs every contact, account, event, and behavioral signal across connected sources. Identity resolution matches records using deterministic and probabilistic algorithms to build golden profiles.
- Step 3 - Predict: Classification algorithms score identity-match confidence. Regression models calculate lifetime value and expansion propensity. Time-series analytics detect churn trajectories. Anomaly detection flags engagement drops.
- Step 4 - Decide: Configurable rules convert predictions into actions. High-confidence merges auto-apply. Churn-risk thresholds trigger retention workflows. Expansion signals route to account teams. All thresholds set by the team with no code.
- Step 5 - Act: The agent merges profiles, updates scores in real time, delivers Foresight embedded insights into CRM and collaboration tools, triggers retention and expansion workflows, and alerts teams via Slack or Teams.
- Step 6 - Learn: Outcomes feed back into predictive analytics continuously. Merge accuracy improves as resolution data accumulates. Churn and LTV models recalibrate with actual outcomes. Drift monitoring triggers retraining automatically.
The Only Option Built for Safe, Explainable, Multi‑System Decisions
| Capability | Put It Forward Agent | Traditional Rules / Workflow Automation | Generic LLM Chatbot | Manual Human Process |
|---|---|---|---|---|
|
Agent execution & scale |
|
|
|
|
|
No‑Code Agent Configuration |
|
Limited, technical admin |
Limited, prompt‑based only |
No |
|
Multi‑System Context Awareness |
|
|
No, single‑channel context |
Yes, but inconsistent |
|
Data Preparation & Validation |
|
|
No state or very limited |
Yes, in people’s heads/spreadsheets |
|
Stateful, Long‑Running Workflows |
|
Limited, brittle state handling |
No state or very limited |
|
|
Enterprise Integration Footprint |
|
Build per system |
Channel‑only |
System by system |
|
Decision Intelligence & Autonomy |
|
|
|
|
|
Business Rules + AI Policies |
|
Rules only |
Ad hoc LLM behavior |
Tribal knowledge |
|
End‑to‑End Decision + Action |
|
|
Suggests, doesn’t execute across systems |
|
|
Continuous Process Intelligence |
|
No |
No |
Manual analysis |
|
Autonomy Modes |
|
Auto‑Act only, no simulation or learning |
Suggest only, no structured guardrails |
Manual judgment only |
|
Trust, Control & Ops for Agents |
|
|
|
|
|
Policy & Guardrail Management |
|
Scattered in config and code |
Prompt only, no enforcement |
Policy documents, inconsistent enforcement |
|
Safe Failure Handling |
|
Limited, build your own |
Opaque failures |
Manual investigation & fixes |
|
Agent Performance & Impact Analytics |
|
Basic logs, no business KPI tie‑in |
No structured reporting |
Manual reporting |
|
Explainability & Audit Trail |
|
Limited technical logs |
Nearly none |
Email, tickets, inconsistent records |
|
Agent Extensibility & Integration APIs |
|
Varies, often product‑specific |
Mostly channel APIs, not orchestration |
N/A |
|
Agent Design & Tuning Support |
|
Self‑serve / ad‑hoc |
Self‑serve / ad‑hoc |
Self‑serve / ad‑hoc |
|
Agent & Integration Roadmap Alignment |
|
No / lagging |
No / lagging |
No / lagging |
Yes, configure via UI + templates
We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.
Accelerate time-to-value and reduce risk with a proven integration plan.
Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.
- Most clients see improved intelligent automation performance within 48 hours
- Zero disruption guarantee - No downtime to existing systems, pipelines or data loads
Implementation timeframes depend on scope and complexity:
- Hour 1-2: Configure connection source and destination
- Hour 2-36: Business rule configuration and validation
- Hour 36-48: Full deployment
Put It Forward Agentic Resources
Guide to Agentic Workflows
This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.
Two Ways To Integrate Agents
Learn how to integrate an agent into a process using two different methods via the Put It Forward Integration Designer and a direct service call. This helps both non-technical and technical teams find new revenue.
Agentic AI Orchestration
Put It Forward’s Agentic AI Orchestration connects AI agents, data, and automation tools into end-to-end workflows so enterprises can cut cycle times, handle exceptions intelligently, and scale automation for measurable ROI in weeks, not months.
Revenue, Operations and IT Playbook
Learn how intelligent automation streamlines tasks, integrates data, and delivers measurable business benefits with practical strategies and examples.
Buyer Guide For Intelligent Automation
Gain expert guidance on intelligent automation solution types, approaches, outcomes, and key considerations to make confident, high-impact buying decisions.
How Decision Automation Works
See and learn how decision automation works at scale. Connect the pieces, tools, and outcomes together in Put It Forward to unlock value and reduce complexity.